SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 381 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,829,573 | -3.1% | 157,337 | +1.0% | 1.92% | +7.7% |
| Q2 2023 | $3,950,904 | +43.1% | 155,731 | +45.5% | 1.78% | +32.2% |
| Q1 2023 | $2,759,993 | +14.5% | 107,018 | +11.6% | 1.35% | -7.9% |
| Q4 2022 | $2,409,549 | +1.2% | 95,883 | +0.5% | 1.46% | -7.8% |
| Q3 2022 | $2,381,000 | -6.1% | 95,411 | -0.8% | 1.59% | -23.8% |
| Q2 2022 | $2,535,000 | -9.2% | 96,196 | -4.3% | 2.08% | +5.0% |
| Q1 2022 | $2,792,000 | -4.8% | 100,482 | +1.5% | 1.98% | +25.5% |
| Q4 2021 | $2,933,000 | -0.5% | 99,032 | +0.2% | 1.58% | -5.3% |
| Q3 2021 | $2,949,000 | -10.6% | 98,786 | -10.1% | 1.67% | -23.7% |
| Q2 2021 | $3,299,000 | +25.3% | 109,939 | +23.8% | 2.19% | -21.4% |
| Q1 2021 | $2,632,000 | -56.5% | 88,785 | -54.8% | 2.79% | -64.3% |
| Q4 2020 | $6,047,000 | -0.4% | 196,393 | -0.3% | 7.80% | -11.1% |
| Q3 2020 | $6,069,000 | +0.9% | 196,970 | +1.0% | 8.78% | -2.2% |
| Q2 2020 | $6,017,000 | +2.7% | 194,969 | +0.5% | 8.98% | -6.5% |
| Q1 2020 | $5,861,000 | +1.7% | 193,952 | -1.1% | 9.60% | +89.0% |
| Q4 2019 | $5,761,000 | – | 196,097 | – | 5.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bull Oak Capital, LLC | 512,411 | $12,472,088 | 13.64% |
| McNamara Financial Services, Inc. | 2,057,437 | $50,078,012 | 12.50% |
| RESTON WEALTH MANAGEMENT LLC | 1,002,791 | $24,407,929 | 12.32% |
| Willow Creek Wealth Management Inc. | 3,135,494 | $76,317,937 | 11.36% |
| KWB Wealth | 2,757,296 | $69,952,612 | 11.22% |
| Leading Edge Financial Planning LLC | 612,567 | $14,909,874 | 9.55% |
| Beaumont Capital Management, LLC | 535,287 | $13,028,886 | 9.39% |
| AIFG Consultants Ltd. | 443,530 | $10,795,529 | 8.95% |
| Trinity Wealth Management, LLC | 586,867 | $14,284,334 | 8.86% |
| Great Lakes Retirement, Inc. | 1,965,244 | $47,834,029 | 8.62% |